Professional Development through partnership with CUNA
IRA Workshop: Essentials (Atlanta, GA)
October 29, 2013
8:30 a.m. 4:30 p.m. Local Time
Small CU Discounts: CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the Complete Checkout page. Only one discount applies.
Build your IRA knowledge and provide top-notch service to your credit union's members.
IRA Essentials: Day 1
TOPICS & OBJECTIVES
Introduction to IRAs
Establishing an IRA
Affiliation with CUNA/League is required for attendance.
HOLIDAY INN GWINNETT CENTER
6310 Sugarloaf Pkwy
Duluth, GA 30097-4334
Phone: (770) 510-1805
Fax: (770) 510-1808
Room rates: $109/night plus tax*
Hotel Reservation Deadline: October 14, 2013
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your hotel reservations early! Room reservations and fees are the responsibility of the registrant.
Debbie Shipman, CIS, CIP, CISP
Debbie is an IRA training consultant for Ascensus, Inc., a division of Crump Group, Inc. and is responsible for developing and delivering IRA training programs on a national level to meet the needs of credit unions and leagues. In addition, Debbie is a key part of the tax reporting team that is charged with ensuring that tax reporting changes are implemented. Debbie is also the project manager for league and in-house training programs, as well as the trainer toolkit. Her responsibilities include the analysis, design, development, implementation and evaluation of curriculum.
The last day for cancellations was October 21, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.